BBB Accredited Business Profile

Somerset Wealth Strategies

Somerset Wealth Strategies

(800) 813-4000

Somerset Wealth Strategies

19 years in business
4600 SW Kelly Ave
Portland, OR 97239-4220
Fax Numbers
  • (503) 595-3014
Additional Phone Numbers
  • (503) 595-1333
Additional Email Addresses
  • comments@somersetws.com
BBB File Opened: 02/05/2007
Business Started: 07/01/1997
Business Started Locally: 07/01/1997
Type of Entity
Limited Liability Corporation
Business Management
  • Mr. Thomas Hamlin, Member
Contact Information
  • Principal: Mr. Thomas Hamlin, Member
Business Category
  • Retirement Planning Service
  • Insurance Consultants
  • Estate Planning & Management

Alternate Business Names
  • Hamlin Financial & Insurance Services LLC
  • AnnuityFYI
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
9

A+

Overview

This company offers financial consultation primarily for estate and retirement planning.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Somerset Wealth Strategies

Somerset Wealth Strategies

BBB ACCREDITED SINCE 05/28/2010

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